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Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
1001Saba Capital Management, L.P.NY$3.09B362+4.8%
1002Cohen Klingenstein LLCNY$3.09B205-6.1%
1003Donaldson Capital Management, LLCIN$3.09B233-1.9%
1004Contour Asset Management LLCNY$3.08B27-28.2%
1005Focused Investors LLCCA$3.08B22-2.1%
1006Maple Rock Capital Partners Inc.Ontario$3.07B44+1.5%
1007Cooperman Leon GFL$3.05B41+1.1%
1008Edgestream Partners, L.P.NJ$3.05B859-14.2%
1009Level Four Advisory Services, LLCTX$3.05B866-0.3%
1010Arga Investment Management, LPCT$3.05B109-17.0%
1011Mkp Capital Management, L.L.C.NY$3.04B19+8.3%
1012Mufg Bank, Ltd.NY$3.04B5-4.5%
1013Armistice Capital, LLCNY$3.03B251-25.8%
1014Group One Trading LLCIL$3.03B2,167-10.3%
1015Castleark Management LLCIL$3.02B292-11.3%
1016Joel Isaacson & Co., LLCNY$3.02B452-0.4%
1017Comprehensive Financial Management LLCCA$3.01B38-9.1%
1018Trillium Asset Management, LLCMA$3.01B230-7.8%
1019Kcm Investment Advisors LLCCA$3.01B393-3.4%
1020Constellation Investments, Inc.OH$3.01B19-7.0%
1021Members Trust CoFL$3.01B154-1.8%
1022Braun Stacey Associates IncNY$3.01B112-2.5%
1023Senvest Management, LLCNY$3.01B49-6.8%
1024Regents Of The University Of CaliforniaCA$3.01B12+7.2%
1025Dragoneer Investment Group, LLC CA$3.00B17-34.5%
1026Narodna Banka SlovenskaSlovakia$3.00B3—
1027Venture Visionary Partners LLCOH$3.00B603-2.1%
1028Nzs Capital, LLCCO$3.00B58-8.0%
1029Surgocap Partners LPNY$2.99B14-17.1%
1030Pacific Heights Asset Management LLCCA$2.99B77+12.0%
1031Sound Shore Management Inc /Ct/CT$2.98B40-5.0%
1032Sand Hill Global Advisors, LLCCA$2.97B204+3.7%
1033Hennion & Walsh Asset Management, Inc.NJ$2.97B928+2.5%
1034J.W. Cole Advisors, Inc.FL$2.96B785-28.2%
1035Metropolis Capital LtdUnited Kingdom$2.96B16-5.4%
1036Washington Trust CoRI$2.96B279-3.3%
1037Fifth Third Wealth Advisors LLCOH$2.96B812+3.8%
1038Munro PartnersAustralia$2.95B59-17.6%
1039Argent Trust CoTN$2.95B708+1.1%
1040Voyager Global Management LPNY$2.94B8-14.0%
1041Clifford Swan Investment Counsel LLCCA$2.94B332-2.5%
1042Corecap Advisors, LLCMI$2.94B2,917+2.6%
1043Bls Capital Fondsmaeglerselskab A/SDenmark$2.94B11-0.4%
1044First National Trust CoPA$2.93B407-2.1%
1045Spire Wealth ManagementVA$2.93B2,248-1.8%
1046Meiji Yasuda Life Insurance CoJapan$2.93B224-15.2%
1047Cwa Asset Management Group, LLCFL$2.92B644+5.2%
1048Interval Partners, LPNY$2.91B197-32.0%
1049Bcv Asset Management Inc.Manitoba$2.91B120-26.5%
1050North Reef Capital Management LPCA$2.91B60+16.9%

Showing 1,001–1,050 of 8,643

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